Set Custom Filter Criteria for a Report

Use a report pane or window to customize selection criteria for any column in a report.

To set custom filter criteria for a report

Current Placements report

In the column heading of the column to filter, click the Funnel icon. A list of options for the specified column appears.

Results tab - filter

Enter Filter Criteria for... dialog box

In the Operand list box, click an operator. For more information, see Custom Filter Operations.
In the Operand list box, click or type an operand. In the following example, the operator is "= Equals" and the operand is "Collections Plus Services." The condition appears in the lower portion of the dialog box. For example, "[Name] = "Collections Plus Services."

Enter Filter Criteria for... dialog box - operators

To add a condition, click Add a condition. AIM adds a blank operator and operand. Complete the information.
To delete a condition, click the condition and then click Delete Condition.
If you set multiple conditions, do one of the following:

To set the filter so that all the conditions have to be true for an account to appear in the results, click And conditions. For example, customer does not equal "0000001 - CUSTOMER ONE" and customer does not equal "0000002 - CUSTOMER TWO" means that you want to see accounts for all customers except Customer One and Customer Two.
To set the filter so that only one condition has to be true for an account to appear in the results, click Or conditions. For example, customer equals "0000001 - CUSTOMER ONE" or customer equals "0000002 - CUSTOMER TWO" means that you only want to see accounts for Customer One or Customer Two.